Executive Assistant to Senior Investment Executives
Northbound Search, New York, New York, us, 10261
Our client, a market-leading global investment firm, is hiring an Executive Assistant to support senior investment professionals in New York. This role provides high-level administrative and operational support and works closely with a strong EA team in a fast-paced, highly professional environment.
This is an excellent opportunity for an experienced EA who thrives in a structured, corporate setting, enjoys working collaboratively, and brings strong attention to detail, discretion, and sound judgment.
Please note this position operates on a hybrid schedule, with 4 days in-office per week.
Overview
Responsibilities
Manage complex calendars and scheduling for senior investment professionals, coordinating closely with other Executive Assistants Coordinate domestic and international travel, including detailed itineraries and logistics Track, organize, and reconcile expenses with a high level of accuracy Support data entry, reporting, and document management through internal systems (CRM / SharePoint experience a plus) Prepare agendas and materials for senior-level meetings, committees, and internal forums Support senior investment professionals on initiatives related to client service, sales enablement, and operational efficiency Participate in firmwide process improvement initiatives and best-practice implementation Assist with vendor coordination and performance tracking (travel, office services, etc.) Provide backup support to the broader EA team, including executive-level coverage as needed Handle ad-hoc projects on behalf of senior leaders About You
Bachelor’s degree required 5+ years of experience supporting senior investment professionals or senior leaders in financial services Strong proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint); CRM experience preferred Proven experience booking complex, global travel Highly organized with exceptional attention to detail and follow-through Polished, professional communicator with strong judgment and discretion Proactive, adaptable, and comfortable managing shifting priorities Team-oriented with a “no task too small” mindset Compensation & Benefits
$130,000-160,000 base salary Annual discretionary bonus Comprehensive medical, dental, and vision coverage 401(k) with employer contribution Unlimited PTO + daily lunch stipend Compensation:
$130,000-$160,000 per year
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Responsibilities
Manage complex calendars and scheduling for senior investment professionals, coordinating closely with other Executive Assistants Coordinate domestic and international travel, including detailed itineraries and logistics Track, organize, and reconcile expenses with a high level of accuracy Support data entry, reporting, and document management through internal systems (CRM / SharePoint experience a plus) Prepare agendas and materials for senior-level meetings, committees, and internal forums Support senior investment professionals on initiatives related to client service, sales enablement, and operational efficiency Participate in firmwide process improvement initiatives and best-practice implementation Assist with vendor coordination and performance tracking (travel, office services, etc.) Provide backup support to the broader EA team, including executive-level coverage as needed Handle ad-hoc projects on behalf of senior leaders About You
Bachelor’s degree required 5+ years of experience supporting senior investment professionals or senior leaders in financial services Strong proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint); CRM experience preferred Proven experience booking complex, global travel Highly organized with exceptional attention to detail and follow-through Polished, professional communicator with strong judgment and discretion Proactive, adaptable, and comfortable managing shifting priorities Team-oriented with a “no task too small” mindset Compensation & Benefits
$130,000-160,000 base salary Annual discretionary bonus Comprehensive medical, dental, and vision coverage 401(k) with employer contribution Unlimited PTO + daily lunch stipend Compensation:
$130,000-$160,000 per year
#J-18808-Ljbffr